Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $459,447 | $183,592+150.3% | $155,574+195.3% | $145,877+215.0% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 20.29% | 61.37%-41.1pp | 64.87%-44.6pp | 551.28%-531.0pp |
| Employer contribution / active EE | $2,388 | $5,317-55.1% | $4,676-48.9% | $4,663-48.8% |
| Participant deferral / active EE | $6,417 | $6,466-0.8% | $5,629+14.0% | $6,691-4.1% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |